James Ball
James Ball is a CFP, ChFC-designated registered investment advisor at Virtue Capital Management, LLC, based in Venice, FL, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,294 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VCM charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiated and can range from 1.00% to 1.95% per year. Fees are paid monthly, based on the average daily balance of your account. Related accounts may be combined to help clients meet fee breakpoints and lower the overall fee. Clients also pay a $12 monthly technology fee.
Location
211 Nokomis Avenue South, Venice, FL, 34285
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Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
James is the 100% owner of James Ball Insurance Inc., offering various insurance products, taking nearly full-time. He also owns Medallion Financial Resources, a DBA used for marketing purposes, dedicating about half his time, and is a representative for Accurate Wealth Management, LLC, spending about 10-20% of his time proposing investments.
Employment History
Current Registrations
Virtue Capital Management, LLC
Previous Registrations
Simplicity Wealth
Accurate Wealth Management, LLC
Aag Capital, INCBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Spc
Sigma Financial CorporationBroker
Nationwide Securities, INC.Broker
Franklin Financial Services CorporationBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.